Events
Events
Calendar of Events
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Executive functioning (EF) is a term gaining traction across education, organizational strategy, and leadership conversations, and for good reason. In this session, we’ll explore why executive functioning matters in public accounting specifically, and how marketers can use this lens to improve communication, timing, and effectiveness across the client experience. We’ll examine how human behavior intersects… |
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Hiring a sales professional can be one of the most consequential growth decisions an accounting firm makes. A candidate can interview exceptionally well and still be the wrong fit for the role, market, or firm. When that happens, the cost goes well beyond salary. It can mean lost time, stalled opportunities, internal frustration, and delayed… |
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Transform your firm's HubSpot account from a generic CRM into a powerful, industry-specific automation engine that actually works for accounting firms. This hands-on workshop solves three critical challenges—HubSpot doesn't work for accounting firms out-of-the-box, teams struggle to maximize HubSpot with limited paid licenses, and firms need automated workflows that fit their industry-specific processes—by guiding participants… |
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